OneDigital Investment Advisors LLC
Position in NMI — Nuveen Municipal Income Fund Inc
CIK 1690370
OVERLAND PARK, KS
Position in NMI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$409,007
+$24,834 QoQ
Shares Held
37,115
+1.0% QoQ
Ownership
0.307%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#10
of 34 holders
Holding Since
Mar 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NMI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $39,079,654 across 37 Asset Management names. NMI ranks #21 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
39,704 | $6,036,199 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
177,149 | $3,342,801 | |
| 3 | BLK |
BlackRock, Inc.
|
3,292 | $3,165,455 | |
| 4 | SII |
Sprott Inc.
|
26,538 | $2,981,544 | |
| 5 | NAD |
Nuveen Quality Municipal Income Fund
|
234,360 | $2,840,443 | |
| 6 | NAC |
Nuveen California Quality Municipal Income Fund
|
177,723 | $2,154,002 | |
| 7 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
187,628 | $1,983,227 | |
| 8 | BX |
Blackstone Inc.
|
15,256 | $1,795,173 |
All Filings in NMI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,007 | 37,115 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $384,173 | 36,763 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $304,026 | 30,617 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $255,152 | 25,747 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $256,164 | 25,489 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $248,292 | 25,233 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $212,186 | 22,549 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $223,390 | 22,250 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $120,908 | 12,325 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $115,469 | 12,219 | Shares | Sole | 2024-05-10 | |
| 2022-09-30 | $176,311 | 20,289 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $194,543 | 21,009 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $208,826 | 20,841 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $237,073 | 20,687 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $246,492 | 20,541 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $241,119 | 20,382 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $230,977 | 20,208 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||